Last week Qualcomm announced a Cloud AI 100 data accelerator targeting future AI loads in big data centers. Facebook and Microsoft seem to be interested as they presented at the Qualcomm AI events in San Francisco.

TSMC has announced that it is doing a test production of 5nm EUV chips, but real production starts in 2020. A long-term investigation leads us to believe that most chips launching in the latter part of this year or early next year will, unlike the UK, remain on 7nm.

There is a clear trend toward a whole uninterrupted screen for end users to enjoy on their phones and every year we are getting closer to that. The trend includes more cameras, slide, and pop-up, all helped by computation and AI.

2019 is the year of real 5G and companies like Qualcomm are enabling at least 20+ operators, 20 OEM building 5G partners and 30+ commercial 5G products to launch. The X50 was announced in 2016 and shipping to partners for a while and will enable the first wave of 5G devices. Snapdragon X55 is enabling the missing features and complementing the 5G offering.

Next week will be a great leap forward in the 5G journey for the whole industry and we just wanted to set one thing straight. It turns out that Snapdragon 855 will be the only application processor SoC from Qualcomm for 5G phones and that 845 remains 4G only.